Campaign Coordinator's Manual
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Children’s Organ Transplant Association® Webmaster Manual 2501 West COTA Drive Bloomington, Indiana 47403 Phone: 800.366.2682 Fax: 812.336.8885 Web Address: www.cota.org Email Address: [email protected] March 2014 Campaign Website Overview Home Page Information Page 4 Donation Options Page 4 Blogs Page 5 How You Can Help Page 5 Guestbook Page 5 Photo Album Page 5 Campaign Website Information Page 6 Login Accounts and Permissions Webmaster and Family Accounts page 7 Creating Accounts page 7 Permission Levels page 8 Authenticated Users and Subscriptions page 8 Editing Your Campaign Website Quick Start Guide Page 9 Editing Content Page 10 Using Tables Page 11 Inserting Images and Photos Page 12 Creating Books and Pages Page 16 Blog Entries Page 19 Adding Photo Albums Page 20 Adding Pictures to Albums Page 20 Video Options Page 21 Monitoring the Guestbook Page 22 Webmaster Help Page 22 Page 2 Website Guidelines Guidelines Page 23 COTA Web Services Page 23 COTA Campaign Website Timeline Page 23 If the Campaign or Family Has a Website Page 24 COTA Campaign Website Content Review Page 24 Use of the COTA Campaign Website for Sales Page 24 Links Page 25 Third Party Websites Page 25 Use of Social Networking Sites Page 26 Other COTA Campaign Website Information Page 26 COTA Patient Donation Page Information Page 26 For More Information Page 26 Email and Campaign Website Solicitation Guideline Page 28 DISCLAIMER This manual may be modified by the Children’s Organ Transplant Association at any time necessary for the purpose of complying with any past, present or future Internal Revenue Service rule, regulation or court decision in order to ensure continued status as a 501(c)3 corporation. Page 3 The Campaign Website is divided into seven main sections: Home, Blogs, How You Can Help, Guestbook, Photo Album, Activities and Events, and Media Coverage. Home Page Information Clicking on the Home button takes you to the opening page of the Campaign Website. The header remains the same for every page and contains the name of the patient and links back to the Home Page and to the Donation Options page. The left hand column has a navigation menu, user login area, search box, Matching Gifts and Donate Now buttons. The navigation menu has four main links for all visitors: Blogs, How You Can Help, Guestbook and Photo Album. The user login area allows new visitors to create an account or previous users to login. Users may also request a new password if they forget theirs. The search box will search only the patient’s site for any text entered in box. It only displays on the Home page. At the bottom of the left hand column there are two large buttons that link to a search for employers that will match gifts and to the patient’s online donation page. Donation Options This link in the header will take the user to a page outlining the various ways that visitors may donate to the community fundraising campaign. Page 4 Blogs The first item on the menu, Blogs, links to the collection of blogs that will be listed in reverse chronological order – newest at the top. Recent blog posts will be listed as titles only at the bottom of the main Blogs page. Patients or their parents are encouraged to have their own login account so that they can create their own blogs. How You Can Help Work with your Community Coordinator to keep this section as up to date as possible. Guestbook Visitors can post a short message in the site’s guestbook. The Webmaster and family members can respond with comments and delete messages if necessary. Photo Album Multiple photo albums can be created and displayed in this section. Click on the main picture of an album to open the album. Click on the title of any picture to see the photo displayed individually and to get a full size image and a description. Activities and Events This is where you will post the information about upcoming events. Many campaigns use the ‘child page’ structure to list past events with the fundraising results and thank you notes for supporters and volunteers. Media Coverage COTA will post the initial media alert here as a child page for media outlets to access the information. You can also use this area to post links to other newspaper, television, and radio coverage of the campaign. Page 5 Your Campaign Website Information URL_______________________________________________ Username ___________________________________________ Password____________________________________________ Campaign Email______________________________________ Additional Users Name: _____________________________ Name: _____________________________ Username: _________________________ Username: _________________________ Password: __________________________ Password: __________________________ Email: _____________________________ Email: _____________________________ Name: _____________________________ Name: _____________________________ Username: _________________________ Username: _________________________ Password: __________________________ Password: __________________________ Email: _____________________________ Email: _____________________________ Name: _____________________________ Name: _____________________________ Username: _________________________ Username: _________________________ Password: __________________________ Password: __________________________ Email: _____________________________ Email: _____________________________ Name: _____________________________ Name: _____________________________ Username: _________________________ Username: _________________________ Password: __________________________ Password: __________________________ Email: _____________________________ Email: _____________________________ Page 6 Webmaster and Family Accounts The COTA Web Specialist will assign login accounts to the volunteer webmasters, parents and patients. They will be granted special permissions to create new pages and edit the website. A unique email address is required for each login account. The login name will automatically be used to identify personal blogs. For example, a login name of Tommy will create blog entries labeled “Tommy’s blog” and a login name of tjohnsen0898 will create blog entries labeled “tjohnsen0898’s blog”. Real names are recommended and since spaces are allowed, a couple can share one login such as “Tom and Sharron”. Creating Accounts Any visitor to the website can create their own login account without any assistance from you or COTA. While it is not necessary to create an account to view material on the site, users who are logged in will find it easier to post comments in the Guestbook and use the Send a Page feature. To prevent malicious or automated account creations, COTA uses both a CAPTCHA challenge question and an email response authentication process to verify legitimate users. Users who create their own account will receive an email with instructions on completing the process. Once an account is created, uses will automatically be subscribed to email updates on new blog entries. While logged in, they will not be presented a CAPTCHA challenge when posting Guestbook entries or sending a page to a friend. Page 7 Permission Levels Anonymous users can view all content on the site. They may post Guestbook entries and send pages to a friend only after answering a CAPTCHA question. They do not receive automatic blog updates. Authenticated users, those who successfully create a login account, will receive automatic updates to blogs and may post Guestbook entries and send pages to a friend with a CAPTCHA challenge. COTA patients and parents, in addition to the above privileges, may also create photo albums, upload photos, create and edit their own blog, delete Guestbook entries or add comments to existing entries. They also have access to the online Webmaster help files. COTA volunteer webmasters are granted additional permissions to create or edit books and pages. Authenticated Users and Subscriptions Visitors who create their own accounts and authenticate themselves are automatically subscribed to blog updates. They may manage their own subscriptions in the My Account section. Page 8 Quick Start Guide Get the Campaign Website started fast with these steps: 1. Add a photo album. Typically a photo of the patient has already been submitted to COTA. The COTA staff has created a starting album and uploaded the same photo used on the online donation page. If a photo has not been submitted to COTA, then you will want to add the first album. Go to page 20. 2. Upload photos into the album. You will want at least one photo that you can use on the home page. First upload it to a photo album. Go to page 20. 3. Update the Home page. Try to obtain some compelling information about the patient from the family or other campaign volunteers to add to the home page information. The Editing Content section begins on page 10. For instructions on adding photos to the home page see page 12. 4. Copy content from a former site. During the time that COTA provides the Campaign Website, COTA volunteers and patients may not maintain any other website that mentions COTA, the campaign, fundraising or anything else regarding the campaign. If a previous website exists, you may want to copy any journal entries from that website over to the COTA Campaign Website. What works best is to copy existing journal entries into one single file on your computer and then create a new blog entry and paste in the entire file. This beginning blog entry will inform new supporters of the COTA campaign about the complete patient story. 5. Parents and Patient